RIA Data Center
Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.
Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 1 | Ackerman Capital Advisors, LLC | $918,020 | $434,278,331 | $30,239,912 | $464,518,243 |
| 2 | Adell Harriman & Carpenter Inc | $575,797 | $1,032,403,916 | — | $1,032,403,916 |
| 3 | Allred Capital Management, LLC | $403,224 | $340,465,128 | $13,969,090 | $354,434,218 |
| 4 | Amicus Financial Advisors, LLC | $261,563 | $288,340,568 | $1,470,914 | $289,811,482 |
| 5 | Archer Investment Management, LLC | $218,991 | $125,481,719 | — | $125,481,719 |
| 6 | Archetype Wealth Partners, LLC | $647,076 | $485,954,348 | — | $485,954,348 |
| 7 | Austin Asset Management Co | $615,480 | $1,162,227,195 | $14,571,243 | $1,176,798,438 |
| 8 | Autumn Lane Advisors, LLC | $1,521,181 | $306,560,000 | $323,209,000 | $629,769,000 |
| 9 | Avion Wealth, LLC | $319,724 | $500,687,553 | — | $500,687,553 |
| 10 | Beacon Financial Advisors Ltd | $522,439 | $286,273,293 | $5,247,514 | $291,520,807 |
| 11 | Beaird Harris Wealth Management, LLC | $505,031 | $1,135,832,001 | $126,239,328 | $1,262,071,329 |
| 12 | Bird Rock Asset Management, Lp. | $316,955 | $113,019,352 | $5,204,988 | $118,224,340 |
| 13 | BIRNAM WOOD CAPITAL, LLC | $687,752 | — | $117,605,527 | $117,605,527 |
| 14 | Bonner & Smith, LLC | $851,370 | $202,626,111 | — | $202,626,111 |
| 15 | Brazos Capital, LLC | $414,096 | $113,462,403 | — | $113,462,403 |
| 16 | Briaud Financial Planning Inc | $368,063 | $656,995,756 | $12,510,232 | $669,505,988 |
| 17 | Camden Wealth Advisors LLC | $490,461 | $244,264,976 | $3,908,441 | $248,173,417 |
| 18 | Centered Wealth, LLC | $605,419 | $115,635,029 | — | $115,635,029 |
| 19 | CFM Wealth Partners LLC | $816,112 | $483,033,352 | $921,150 | $483,954,502 |
| 20 | CH INVESTMENT PARTNERS, LLC | $3,111,608 | $2,751,450,579 | $823,786,993 | $3,575,237,572 |
| 21 | Childress Capital Advisors, LLC | $2,714,489 | $399,029,836 | — | $399,029,836 |
| 22 | Clare Market Investments, LLC | $591,428 | $370,234,000 | — | $370,234,000 |
| 23 | Clear Rock Advisors, LLC | $699,122 | $291,534,003 | — | $291,534,003 |
| 24 | Clear Sky Financial, Lp | $366,122 | $105,443,079 | — | $105,443,079 |
| 25 | Concorde Financial Corporation | $2,890,400 | $272,405,058 | $83,114,109 | $355,519,167 |
| 26 | Consilium Wealth Advisory, LLC | $500,455 | $143,130,201 | — | $143,130,201 |
| 27 | Corda Investment Management, LLC | $497,195 | $1,195,187,987 | $47,800,000 | $1,242,987,987 |
| 28 | Corps Capital Advisors, LLC | $1,010,076 | $102,580,000 | $30,750,000 | $133,330,000 |
| 29 | Covenant Multi-Family Offices, LLC | $1,089,833 | $1,986,473,095 | $72,221,769 | $2,058,694,864 |
| 30 | Cultivar Capital, Inc. | $383,217 | $285,496,935 | — | $285,496,935 |
| 31 | Cypress Point Wealth Management, LLC | $125,380 | $514,111,530 | $115,545,082 | $629,656,612 |
| 32 | D.R. Saur Financial, Inc. | $174,138 | $126,250,191 | — | $126,250,191 |
| 33 | Daniels & Erickson Financial Advisors, LLC | $802,218 | $109,101,659 | — | $109,101,659 |
| 34 | Diesslin Group, Inc. | $526,727 | $597,114,028 | $129,769,812 | $726,883,840 |
| 35 | Durbin Bennett Private Wealth Management, LLC | $1,082,346 | $1,220,806,382 | $65,020,699 | $1,285,827,081 |
| 36 | Early Mcclintic & Mcmillan, LLP | $865,357 | $236,987,361 | $168,865,012 | $405,852,373 |
| 37 | Engrave Wealth Partners, LLC | $519,782 | $301,473,510 | — | $301,473,510 |
| 38 | Equistar Wealth Management LLC | $635,292 | $174,991,992 | $2,254,525 | $177,246,517 |
| 39 | Eubank, Hutson & Associates, LLC | $229,696 | $128,399,812 | — | $128,399,812 |
| 40 | FCA Corp | $691,452 | $400,081,062 | $52,128,867 | $452,209,929 |
| 41 | Financial Innovations LLC | $258,129 | $144,552,134 | — | $144,552,134 |
| 42 | Financial Life Advisors LLC | $425,754 | $229,517,682 | $54,886,134 | $284,403,816 |
| 43 | Financial Management Professionals Inc | $377,045 | $767,962,203 | $41,177,000 | $809,139,203 |
| 44 | Financial Synergies Wealth Advisors, Inc. | $1,580,415 | $1,016,206,821 | — | $1,016,206,821 |
| 45 | First Endowment Development Corp | $24,905,746 | $7,471,803 | $2,781,971,693 | $2,789,443,496 |
| 46 | Focus Wealth Advisors, LLC | $470,232 | $190,255,321 | $3,010,158 | $193,265,479 |
| 47 | Forthright Family Wealth Advisory LLC | $1,041,335 | $181,192,305 | — | $181,192,305 |
| 48 | Fortiter Wealth Management, LLC | $1,991,059 | $324,289,830 | $2,243,926 | $326,533,756 |
| 49 | Fortune Wealth Management, LLC | $1,294,254 | $287,909,432 | $2,003,568 | $289,913,000 |
| 50 | Franklin, Parlapiano, Turner & Welch LLC | $1,618,928 | $571,960,950 | $2,758,455 | $574,719,405 |
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
For more information about the RIA Data Center, please contact InvestmentNews Data.
Reprints: For reprints of these rankings, please contact Carline Murphy.
*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.
Database last updated on June, 2020.
